1. Opening Hook
When AI data centers across the US started gulping megawatts faster than politicians guzzle promises, TD Power Systems quietly smiled — their turbines just found religion in demand. From Bengaluru to Boston, generators are the new gospel. As Managing Director Nikhil Kumar put it, “Big Tech’s hunger is our buffet.” 🍽️
In the Bhagavad Gita, Lord Krishna said, “You have the right to work, but not to the fruits thereof.” TDPS seems to have taken that literally — working overtime, cash flows be damned. Stick around; the sermon gets juicier when Turkey enters the trade temple.
2. At a Glance
- Revenue up 33% – No Excel sorcery here, just turbines spinning faster than analysts’ calculators.
- EBITDA margin 18.4% – Slightly better than last year, CFO insists it’s “not luck, just levers.”
- PAT up 37% – Profits found turbo mode; shareholders finally exhaled.
- Order inflow up 39% – Demand so hot, cooling towers are jealous.
- Exports 76% of orders – Domestic market just clapped politely.
- Cash ₹1.93 bn – War chest ready for gas-fueled world domination.
3. Management’s Key Commentary
“We ramped up to ₹550 crore order booking per quarter — and we’ll sustain it next year.”
(Translation: The treadmill’s on level 12, and we threw away the off button. 🏃♂️)
“No capacity issues — that’s the last thing on my mind.”
(That’s what every CEO says before building Plant No. 4.)
“Data centers in the US are booming; AI spending is still not enough.”
(AI’s greed = our growth. Silicon Valley sins, Bengaluru wins. 😏)
“If no India-US trade deal, we’ll shift exports to Turkey.”
(When in doubt, outsource diplomacy to geography.)
“Hydro segment next year will
